Institutional Ownership First Trust Mid Cap Value Alph (FNK)
This table provides information about the institutional ownership of First Trust Mid Cap Value Alph (FNK). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,466
shares
|
$452,084
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,052
shares
|
$376,576
0.0% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,772
shares
|
$361,624
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,614
shares
|
$299,787
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,215
shares
|
$278,481
0.0% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,190
shares
|
$277,146
0.0% of portfolio
|
Q3 2025
Added 27.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,906
shares
|
$261,980
0.01% of portfolio
|
Q3 2025
Reduced 40.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,475
shares
|
$238,965
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,263
shares
|
$227,644
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,252
shares
|
$227,056
0.01% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
4,112
shares
|
$219,580
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,986
shares
|
$212,852
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
3,983
shares
|
$212,692
0.07% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,663
shares
|
$195,604
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,891
shares
|
$154,379
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,400
shares
|
$128,160
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,816
shares
|
$96,974
0.01% of portfolio
|
Q4 2025
Reduced 10.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,693
shares
|
$90,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
559
shares
|
$29,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
318
shares
|
$16,981
0.0% of portfolio
|
Q2 2024
Reduced 93.08%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
279
shares
|
$14,898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
278
shares
|
$14,845
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
272
shares
|
$14,524
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$10,680
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
165
shares
|
$8,811
0.0% of portfolio
|
Q1 2025
Reduced 62.07%
|
|